As Director of Wealth Management Services, Loree is responsible for the delivery of investment, financial, philanthropic and wealth transfer services to clients to help families meet their financial and personal goals.

Prior to joining Vaquero in 2022, Loree worked for 15 years as a Trust Advisor at Northern Trust. Prior to Northern, Loree worked as a Trust Officer for US Trust-Bank of America Private Wealth Management.

Loree received a B.B.A. from Southern Methodist University Cox School of Business and attended the American Bankers Associate Graduate Trust School.  She currently holds the CTFA designation from the American Bankers Association and the Accredited Estate Planner (AEP) designation from the National Association of Estate Planners and Councils.

Loree is active in numerous charitable organizations. She is currently serving on the board of Educational First Steps, and the Texas Horse Park Foundation, a member and past board member of the Association of Women Executives, a member of the Dallas Estate Planning Council, and a member of the Junior Group of the Dallas Garden Club.

Loree and her husband reside in Dallas and are proud parents of four children. She enjoys travel and spending time with family and friends.